Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRGZ 10.00%
2 YGRN 10.00%
3 NRGO 10.00%
4 NRGU 9.76%
5 NRGD 9.49%
6 IEO 8.62%
7 CRAK 6.58%
8 WTIU 6.24%
9 WTID 6.24%
10 PXE 5.30%
11 IVFVC 5.04%
12 RSPG 5.00%
13 RYE 4.84%
14 DRLL 4.71%
15 DIP 4.29%
16 OCTA 4.17%
17 WEEI 3.94%
18 UTRN 3.94%
19 TPMN 3.86%
20 DUG 3.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 46.37M (11.52%) 5.98M
Increased by +12.89%
Jun 30, 25
2 BlackRock Inc 29.91M (7.43%) -618.94K
Decreased by -2.07%
Mar 31, 25
3 State Street Corporation 27.89M (6.93%) -1.46M
Decreased by -5.25%
Mar 31, 24
4 State Street Corp 26.05M (6.47%) -468.60K
Decreased by -1.80%
Mar 31, 25
5 Wells Fargo & Co 15.95M (3.96%) -76.55K
Decreased by -0.48%
Mar 31, 25
6 Elliott Investment Management LP 15.72M (3.91%) 14.95M
Increased by +95.07%
Mar 31, 25
7 Harris Associates L.P. 13.45M (3.34%) -385.73K
Decreased by -2.87%
Jun 30, 25
8 T. Rowe Price Associates, Inc. 8.98M (2.23%) 2.27M
Increased by +25.26%
Jun 30, 25
9 Bank of New York Mellon Corp 8.86M (2.20%) -486.84K
Decreased by -5.50%
Mar 31, 25
10 Geode Capital Management, LLC 8.79M (2.18%) 264.10K
Increased by +3.00%
Mar 31, 25
11 Barclays PLC 7.38M (1.83%) 387.31K
Increased by +5.25%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 6.75M (1.68%) 69.18K
Increased by +1.03%
Mar 31, 25
13 Aristotle Capital Management LLC 5.68M (1.41%) -1.90M
Decreased by -33.38%
Dec 31, 23
14 Amvescap Plc. 4.77M (1.18%) 653.25K
Increased by +13.71%
Mar 31, 25
15 UBS Group AG 4.63M (1.15%) -4.44M
Decreased by -95.92%
Mar 31, 25
16 Northern Trust Corp 4.44M (1.10%) -149.43K
Decreased by -3.37%
Mar 31, 25
17 NORGES BANK 4.39M (1.09%) 22.21K
Increased by +0.51%
Jun 30, 25
18 Nomura Holdings Inc 4.21M (1.05%) 3.70M
Increased by +87.88%
Mar 31, 25
19 Wellington Management Company LLP 4.18M (1.04%) -8.62M
Decreased by -206.26%
Sep 30, 24
20 FMR Inc 4.17M (1.04%) 1.07M
Increased by +25.73%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cushing Midstream Strategy 15.35M (3.81%) -891.41K
Decreased by -5.81%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 13.26M (3.29%) -160.03K
Decreased by -1.21%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 13.10M (3.25%) 16.48K
Increased by +0.13%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 11.75M (2.92%) 80.76K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 11.56M (2.87%) -180.85K
Decreased by -1.56%
Jun 30, 25
6 Energy Select Sector SPDR® ETF 10.42M (2.59%) -158.99K
Decreased by -1.53%
Apr 30, 24
7 The Energy Select Sector SPDR® ETF 8.08M (2.01%) -16.84K
Decreased by -0.21%
Jul 31, 25
8 Fidelity® 500 Index 5.19M (1.29%) 33.02K
Increased by +0.64%
Nov 30, 23
9 Oakmark Investor 5.18M (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
10 Fidelity 500 Index 5.16M (1.28%) -47.77K
Decreased by -0.93%
Jun 30, 25
11 SPDR® S&P 500 ETF 5.14M (1.28%) -75.33K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 5.06M (1.26%) -10.96K
Decreased by -0.22%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 5.00M (1.24%) -26.24K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 5.00M (1.24%) 21.27K
Increased by +0.43%
Jul 31, 25
15 iShares Core S&P 500 ETF 4.87M (1.21%) 22.17K
Increased by +0.46%
Jul 31, 25
16 Vanguard Mid Cap Index Institutional 4.50M (1.12%) 4.50M
Increased by +100.00%
Jun 30, 25
17 Vanguard Value Index Inv 3.61M (0.90%) 32.20K
Increased by +0.89%
Jun 30, 25
18 Oakmark Select Investor 3.19M (0.79%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vanguard Wellington™ Inv 3.09M (0.77%) -411.63K
Decreased by -13.32%
Jun 30, 24
20 Vanguard Institutional Index I 2.49M (0.62%) -44.48K
Decreased by -1.79%
Jun 30, 25